How to Import Shopify Gift Cards Data into Excel

Tracking gift cards is vital for e-commerce businesses. They impact revenue, customer acquisition, and loyalty programs.

But manually exporting this data is tedious and error-prone. A live connection keeps your gift card data fresh and actionable.

How to import Shopify Gift Cards data into Excel

Follow these simple steps to get your Shopify Gift Cards data into Excel using Coefficient.

Step 1: Install Coefficient and connect to Shopify

• Open Excel and navigate to the Insert tab
• Click on Get Add-ins and search for “Coefficient”
• Install the Coefficient add-in from the Office Add-ins store
• Once installed, open the Coefficient sidebar and click “Import Data”

After opening the sidebar, select “Import from Shopify” under the E-commerce category. You’ll be prompted to connect your Shopify account if you haven’t already.

Step 2: Select and import Gift Cards data

• Once connected, select “Objects” from the data type options
• Browse through the available objects and select “Gift Cards”
• Choose the specific fields you want to import (ID, code, balance, customer, etc.)
• Click “Import” to bring the data into your Excel spreadsheet

Your Gift Cards data will now appear in your Excel worksheet. You can sort, filter, and analyze this data just like any other Excel data.

Step 3: Set up auto-refresh (optional but recommended)

• Click on the “Auto-refresh” button in the Coefficient sidebar
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Set specific times for the refresh to occur
• Click “Save” to activate automatic updates

With auto-refresh enabled, your Gift Cards data will update automatically according to your schedule. No more manual exports or outdated information.

Next steps

Importing your Shopify Gift Cards data into Excel is just the beginning. With this data at your fingertips, you can track usage patterns, analyze customer behavior, and make data-driven decisions about your gift card program.

The real power comes from combining this gift card data with other Shopify metrics. Create comprehensive dashboards that show how gift cards impact your overall sales, customer acquisition costs, and retention rates.

Coefficient’s auto-refresh capability ensures your data stays current without manual intervention. Set up alerts to notify you of important changes, like when gift card balances reach certain thresholds or when redemption rates spike.

Best of all, this solution requires no coding or complex setup. It works right within Excel, the tool your team already knows and uses daily.

Try Coefficient todayReady to streamline your Shopify gift card tracking and analysis?and transform how you manage your e-commerce data.